{
 "edition": "20261022-18",
 "language": "zh-Hans",
 "period_start": "2026-10-22T18:00:00+09:00",
 "period_end": "2026-10-22T21:00:00+09:00",
 "page": 4,
 "pages": 4,
 "received_in_period": 306,
 "listed_in_period": 306,
 "description": "这里一次整合 2 个国家／地区的新闻与公告：台湾 3 个来源 204 条、日本 1 个来源 102 条。每 180 分钟一期，这期入库的所有来源、每一条都列出，附原文网址。",
 "countries": [
  {
   "code": "TW",
   "name": "台湾",
   "items": 204,
   "sources": 3
  },
  {
   "code": "JP",
   "name": "日本",
   "items": 102,
   "sources": 1
  }
 ],
 "number_of_items": 6,
 "items": [
  {
   "id": 3513156,
   "anchor": "n3513156",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hans-p4.html#n3513156",
   "title": "HBM也要拚散热！SK海力士新技术让热阻降逾30%",
   "title_state": "opencc",
   "summary": "SK海力士正与上游合作伙伴推进iHBM技术研发及量产准备，通过嵌入热控组件可将HBM热阻降低30%以上，计划导入HBM5等新一代产品，HBM5预计2029年发表。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "iHBM技术可将HBM热阻降低30%以上",
     "state": "opencc",
     "quote": "透過在熱量集中區域嵌入熱控元件，可將 HBM 熱阻降低 30% 以上"
    },
    {
     "text": "SK海力士于今年5月26日发表iHBM技术",
     "state": "opencc",
     "quote": "SK 海力士於今年 5 月 26 日發表 iHBM"
    },
    {
     "text": "iHBM在D2D PHY区域嵌入热控组件（ICE）",
     "state": "opencc",
     "quote": "iHBM 則直接在熱量最集中的晶粒對晶粒實體層（D2D PHY）區域，嵌入熱控元件（ICE）"
    },
    {
     "text": "热控组件采用具绝缘性及高导热性的硅基材料",
     "state": "opencc",
     "quote": "這類元件採用具絕緣性及高導熱性的矽基材料"
    },
    {
     "text": "iHBM采用MR-MUF晶圆级封装制程",
     "state": "opencc",
     "quote": "產品採用已經市場驗證的先進 MR-MUF 晶圓級封裝（WLP）製程"
    },
    {
     "text": "HBM5预计于2029年发表",
     "state": "opencc",
     "quote": "依照該公司技術藍圖，HBM5 預計於 2029 年發表"
    },
    {
     "text": "SK海力士正使用台積電CoWoS先进封装技术对HBM5进行验证",
     "state": "opencc",
     "quote": "目前，SK 海力士正使用台積電先進封裝技術 CoWoS，對 HBM5 進行驗證"
    },
    {
     "text": "SK海力士计划将iHBM技术应用于HBM5等新一代产品",
     "state": "opencc",
     "quote": "SK 海力士計畫將 iHBM 技術應用於 HBM5 等新一代產品"
    }
   ],
   "companies": [
    "SK海力士",
    "台積電"
   ],
   "published_at": "2026-10-22T17:50:05+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635667",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406885-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513157,
   "anchor": "n3513157",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hans-p4.html#n3513157",
   "title": "4大公股投信整并案拍板！第一金控持股50.3% 第一金投信存续",
   "title_state": "opencc",
   "summary": "四家公股金控旗下投信子公司通过整并案，由第一金投信存续，合并后第一金控股持50.3%，旨在强化公股投信竞争力与服务品质。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "第一金控、兆豐金控、合庫金控及華南金控等四家公股金控董事会及旗下投信子公司分别于今(22)日通过四家投信子公司整并案。",
     "state": "opencc",
     "quote": "第一金控(2892-TW)、兆豐金控(2886-TW)、合庫金控(5880-TW)及華南金控(2880-TW)等四家公股金控董事會及旗下投信子公司...等四家董事會，分別於今(22)日通過四家投信子公司整併案"
    },
    {
     "text": "本次整并案由资产管理规模最大、经营绩效较佳的第一金投信担任存续公司。",
     "state": "opencc",
     "quote": "本整併案由資產管理規模最大、經營績效較佳的第一金投信擔任存續公司。"
    },
    {
     "text": "合并后第一金控持有第一金投信比率为50.3%。",
     "state": "opencc",
     "quote": "合併後各金控持有第一金投信比率分別為：第一金控50.3%"
    },
    {
     "text": "第一金投信每1股普通股，分别换发兆豐國際投信1.4532股、合作金庫投信2.7321股及華南永昌投信4.4140股。",
     "state": "opencc",
     "quote": "第一金投信每1股普通股，分別換發兆豐國際投信1.4532股、合作金庫投信2.7321股及華南永昌投信4.4140股"
    },
    {
     "text": "合并后董事会设董事7席及监察人2席，其中董事席次由第一金控取得4席，其余三家金控各取得1席。",
     "state": "opencc",
     "quote": "董事會將設董事7席及監察人2席，董事席次由第一金控取得4席，兆豐金控、合庫金控及華南金控各取得1席"
    }
   ],
   "companies": [
    "第一金控",
    "兆豐金控",
    "合庫金控",
    "華南金控",
    "第一金投信",
    "兆豐國際投信",
    "合作金庫投信",
    "華南永昌投信"
   ],
   "published_at": "2026-10-22T17:42:29+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635867",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406883-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513158,
   "anchor": "n3513158",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hans-p4.html#n3513158",
   "title": "〈港股盘后〉恒指急跌收挫逾700点 失守二万三 科指重挫逾5%",
   "title_state": "opencc",
   "summary": "港股主要指数周四全线重挫，恒生指数失守23,000点，恒生科技指数创近半年新低。受AI资本开支疑虑及财报影响，科技股、AI硬件链及新能源股普遍下跌，仅腦動極光-B逆市上涨。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "聯想集團闪崩10.92%至23.16港元",
     "state": "opencc",
     "quote": "聯想集團閃崩10.92%至23.16港元"
    },
    {
     "text": "寧德時代大跌7.24%，主因其第三季归母净利润环比下降5.77%至212.46亿元人民币",
     "state": "opencc",
     "quote": "鋰電池龍頭寧德時代大跌7.24%收報338.40港元，主因其第三季歸母淨利潤環比下降5.77%至212.46億元人民幣"
    },
    {
     "text": "腦動極光-B受惠于脑机接口参考架构国际标准发布，逆市暴涨27.15%",
     "state": "opencc",
     "quote": "腦動極光-B受惠於我國牽頭制定的腦機接口參考架構國際標準發布，逆市暴漲27.15%"
    },
    {
     "text": "中金公司指出美国AI七巨头的资本开支同比增速将由2026年的约90%放缓至2027年的36%",
     "state": "opencc",
     "quote": "中金公司指出，市場預計美國AI七巨頭的資本開支同比增速將由2026年的約90%放緩至2027年的36%"
    },
    {
     "text": "大盘全日成交金额增至2,560.5亿港元",
     "state": "opencc",
     "quote": "大盤全日成交金額增至2,560.5億港元"
    }
   ],
   "companies": [
    "阿里巴巴",
    "騰訊控股",
    "網易",
    "美團",
    "聯想集團",
    "長飛光纖光纜",
    "芯碁微裝",
    "景旺電子",
    "寧德時代",
    "藥明生物",
    "信達生物",
    "腦動極光-B",
    "中金公司",
    "中信證券"
   ],
   "published_at": "2026-10-22T17:40:07+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635831",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406881-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513159,
   "anchor": "n3513159",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hans-p4.html#n3513159",
   "title": "〈陆股盘后〉政策希望落空 中国股市坠入熊市",
   "title_state": "opencc",
   "summary": "中国股市因消费低迷与AI获利疑虑坠入熊市，沪深300指数自6月高点累计跌20%，市值蒸发2.4兆美元。尽管政策制定者加码支持，但缺乏大规模消费方案令投资人失望，分析师预示低迷或延续至明年。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "中国股市自5月高点以来市值蒸发2.4兆美元。",
     "state": "opencc",
     "quote": "自5月高點以來市值蒸發2.4兆美元"
    },
    {
     "text": "沪深300指数自6月高点以来累计跌幅达到20%。",
     "state": "opencc",
     "quote": "自6月高點以來累計跌幅達到20%"
    },
    {
     "text": "创业板指跌破2,600点，报2,576.90点。",
     "state": "opencc",
     "quote": "創業板指跌4.37%，跌破2,600點，報2,576.90點"
    },
    {
     "text": "中国缺乏大规模消费支出方案且经济成长率仅勉强达到官方设置目标。",
     "state": "opencc",
     "quote": "中國缺乏大規模消費支出方案，且經濟成長率僅勉強達到官方設定目標"
    }
   ],
   "companies": [
    "上海乘舟投資管理公司"
   ],
   "published_at": "2026-10-22T17:30:06+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635346",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406884-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513160,
   "anchor": "n3513160",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hans-p4.html#n3513160",
   "title": "电动车需求发酵与中国品牌崛起 欧洲9月车市年增10.2%",
   "title_state": "opencc",
   "summary": "欧洲9月新车挂牌量年增10.2%至136万辆，受电动车需求带动创连续8个月成长。中国品牌市占率跃升至14.6%，本土车厂面临获利与市占双重压力，歐盟正研拟规范保护在地产业。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "欧洲9月新车挂牌量年增10.2%至136万辆",
     "state": "opencc",
     "quote": "歐洲(含歐盟、英國及EFTA)9月新車掛牌量年增10.2%至136萬輛"
    },
    {
     "text": "电动化车款占整体新车挂牌量的76.2%",
     "state": "opencc",
     "quote": "電動化車款(含純電動車、插電式混合動力車與油電混合車)的強勁需求，其合計占整體新車掛牌量的76.2%"
    },
    {
     "text": "纯电动车挂牌量大增59.9%至41.6万辆",
     "state": "opencc",
     "quote": "純電動車掛牌量大增59.9%至41.6萬輛"
    },
    {
     "text": "中国四家车商在欧洲合计市占率跃升至14.6%",
     "state": "opencc",
     "quote": "這四家中國車商在歐洲的合計市占率由一年前的9.6%顯著躍升至14.6%"
    },
    {
     "text": "福斯与雷諾9月挂牌量分别下滑2.9%与0.7%",
     "state": "opencc",
     "quote": "福斯與雷諾(Renault)9月掛牌量分別下滑2.9%與0.7%"
    }
   ],
   "companies": [
    "歐洲汽車製造商協會",
    "ACEA",
    "奇瑞",
    "Chery",
    "比亞迪",
    "BYD",
    "吉利",
    "上汽",
    "彭博行業研究",
    "Bloomberg Intelligence",
    "特斯拉",
    "TSLA-US",
    "福斯",
    "VW",
    "Skoda",
    "雷諾",
    "Renault",
    "Stellantis",
    "歐盟",
    "法國",
    "德國"
   ],
   "published_at": "2026-10-22T17:20:07+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635765",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406886-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3513161,
   "anchor": "n3513161",
   "permalink": "https://ainews.idaeo.ai/180m/20261022-18/index-zh-Hans-p4.html#n3513161",
   "title": "美光直球回应长鑫4F² 表态不跟进、3D DRAM长期成本更具优势",
   "title_state": "opencc",
   "summary": "美光总裁Scott DeBoer回应長鑫科技推进4F² DRAM架构，表示美光经评估后将维持6F²架构并直攻3D DRAM，认为其长期成本与扩展性更具优势。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "美光总裁Scott DeBoer表示公司将维持6F²架构并直接迈向3D DRAM，认为后者在长期扩展性与成本效益上更具优势。",
     "state": "opencc",
     "quote": "美光( MU-US ) 總裁暨技術與產品長Scott DeBoer正面回應，公司經長期評估及原型驗證後，仍將維持6F²架構，並直接邁向3D DRAM，認為後者在長期擴展性與成本效益上更具優勢。"
    },
    {
     "text": "長鑫科技计划年底推出采用4F²架构的新一代DDR5 RDIMM，芯片面积可缩减约30%。",
     "state": "opencc",
     "quote": "長鑫總裁曹堪宇10月10日揭露，公司計畫年底推出採用4F²架構的新一代DDR5 RDIMM。相較主流6F²架構，晶片面積可縮減約30%"
    },
    {
     "text": "美光认为决定DRAM比特密度与成本能否持续改善的关键是电容器间距，而非仅是晶体管结构。",
     "state": "opencc",
     "quote": "DeBoer表示，決定DRAM位元密度與成本能否持續改善的關鍵，是電容器間距，而非僅是電晶體結構。"
    },
    {
     "text": "三星電子预计2028年底前推进0a纳米节点的4F²导入。",
     "state": "opencc",
     "quote": "依據相關規畫，三星預計2027年完成1d奈米節點的6F²量產，再於2028年底前推進0a奈米節點的4F²導入"
    },
    {
     "text": "美光展示超过400层的Gen11 NAND技术蓝图，瞄准AI对高IOPS及高带宽保存的需求。",
     "state": "opencc",
     "quote": "公司也展示超過400層的Gen11 NAND技術藍圖，瞄準AI對高每秒輸入／輸出操作次數（IOPS）及高頻寬儲存的需求。"
    }
   ],
   "companies": [
    "長鑫科技",
    "美光",
    "瑞銀",
    "德意志銀行",
    "三星電子",
    "野村證券",
    "中信證券",
    "TrendForce"
   ],
   "published_at": "2026-10-22T17:10:02+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6635662",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4406882-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}